Client Onboarding Administrator

1 month ago


Bournemouth Dorset, United Kingdom Lester Aldridge Full time

Compliance team, Bournemouth, Full time, Competitive Package

As a Client Onboarding Administrator, you will play a crucial role in ensuring a smooth and seamless onboarding process for our clients. You will work closely with our Senior Client Onboarding Administrator and cross-functional teams to gather and organise client information, facilitate file opening and ensure all necessary documentation is completed accurately and efficiently. You will also play a vital role in supporting our AML efforts by assisting in the identification, prevention, and mitigation of risks associated with money laundering and financial crimes.
Responsibilities:

Collaborate with the Senior Client Onboarding Administrator to collect and review client information, verifying its accuracy and completeness.
Liaise with various internal departments to coordinate the onboarding process to include file opening and ensuring the correct level of due diligence has been carried out.
Provide timely and clear communication to clients or teams regarding the status of their onboarding and the risks posed by certain clients/work types as necessary.
Address client enquiries and concerns, escalating complex issues to the appropriate team members.
Maintain organised and up-to-date records of client onboarding activities.
Continuously identify opportunities to improve the onboarding process and suggest enhancements.
Assist with reviews of customer profiles and transactions to identify potential suspicious activities.
Assist in the investigation of alerts and cases related to suspicious transactions, conducting necessary research and analysis.

What we’re looking for:
The ideal candidate will preferably be educated to A-level or equivalent but anyone with relevant experience will be considered.
Previous professional services/law firm experience is advantageous but not essential.

You must have the ability to learn new IT systems, internal processes, and procedures and be proficient in the use of Microsoft Office.
Good interpersonal skills.
Excellent time management and client care skills, with the ability to work under pressure to tight deadlines.
You must be process driven and analytical with a pragmatic approach to finding solutions and which are consistent with LA’s values and way of thinking.
You should be professional and credible, with the ability to act with tact and discretion and to maintain confidentiality.
The role holder will need to be able to work on their own initiative as well as part of the team.

Lester Aldridge is committed to being an equal opportunities employer.

#J-18808-Ljbffr

  • Bournemouth, Dorset, United Kingdom Remark Able Full time

    Job Description Do you enjoy helping clients during the post-sale, onboarding, and implementation phase? Are you technically astute, organized, and a strong problem solver? Do you have an eye for obstacles, solutions, and opportunities? If you scored 3 / 3, I’d love to hear from you. The Opportunity: This scale-up SaaS MarTech is continuing to grow and...


  • Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    As a Client Account Services - Investment Middle Office Services New Client Onboarding - Associate you will be a part of a global team that manages the initial setup of client data across multiple products in Investment Middle Office Services. The team partners with and manages external client relationships as well as key internal stakeholders within the...


  • Bournemouth, Dorset, United Kingdom Chadwick Nott - Paralegals & Legal Executives Full time

    Excellent opportunity for an experienced private client legal secretary / legal assistant / paralegal to join a friendly and successful law firm with a strong market presence in the South West. Based in the firms Bournemouth office you will be joining the thriving Private Client team providing comprehensive secretarial / administrative support to the...

  • HR Administrator

    1 month ago


    Bournemouth, United Kingdom Reed Human Resources Full time

    My Client in Poole is actively seeking a Temporary HR Administrator to support them over the next few months. **What is the day to day of the role?** - Completing onboarding process for employees - Ensuring Right to Work Documents are in line with the UK Regulations - Working closely with all new employees for a quick and efficient onboarding process -...


  • Bournemouth, Dorset, United Kingdom Hays Full time

    Your new company The distinguished law firm has gained a strong reputation in various practice areas, including corporate law, real estate, dispute resolution, and more. Their team of legal experts are dedicated to providing exceptional service and consistently delivering favourable outcomes for our clients. Your new role Monitoring Compliance: Regularly...


  • Bournemouth, Dorset, United Kingdom Hays Full time

    Your new company The distinguished law firm has gained a strong reputation in various practice areas, including corporate law, real estate, dispute resolution, and more. Their team of legal experts are dedicated to providing exceptional service and consistently delivering favourable outcomes for our clients. Your new role Monitoring Compliance: Regularly...


  • Bournemouth, Dorset, United Kingdom Clear IT Recruitment Full time

    My client is looking for an outstanding Conveyancing Assistant/Paralegal to join their team in Bournemouth, Dorset. They are looking for a candidate who can deliver on expanding the clientele, offer exceptional client service and run a department. You will be expected to handle a substantial caseload in accordance with the relevant protocols. You will be...


  • Bournemouth, United Kingdom JPMorgan Chase Bank, N.A. Full time

    The Client Account Services Team supports account setup and maintenance for CIB clients. Core activities include direct client engagement to deliver an excellent client experience, managing complex account setup processes across multiple LOBs, engaged in large new business initiatives, and partnering with the businesses to ensure seamless delivery. The...


  • Bournemouth, Dorset, United Kingdom Douglas Scott Legal Recruitment Full time

    Private Client Solicitor , Bournemouth You should be passionate about private client matters and of levels of service to the client. Typically you would be advising on all areas of private client law, including drafting Wills, probate matters including administration of complex estates, tax and lifetime planning, trust administration, and more. As well...


  • Bournemouth, Dorset, United Kingdom Clear IT Recruitment Full time

    My client is looking for an outstanding Conveyancing Assistant/Paralegal to join their team in Bournemouth, Dorset. They are looking for a candidate who can deliver on expanding the clientele, offer exceptional client service and run a department. You will be expected to handle a substantial caseload in accordance with the relevant protocols. You will be...


  • Bournemouth, United Kingdom Akkodis Full time

    I'm working with a speedily growing financial technology company looking to add a consultant to their client services and onboarding team. This is a great time to join this firm, working with some of the top clients on the market while enjoying the boomof the community and culture led company. To be successful in this role its essential that you are an...

  • Sales Administrator

    3 days ago


    Bournemouth, Dorset, United Kingdom Dovetail Recruitment Ltd Full time

    Sales Administrator Job in Bournemouth Our well established and thriving local client is recruiting a Sales Administrator. The key function of the role is to support the account managers in order to help the sales function run efficiently, by providing a link between the team and client managers, enhance bilateral communication and streamlining processes....

  • Securities Services

    4 weeks ago


    Bournemouth, United Kingdom JPMorgan Chase & Co. Full time

    As an Associate in the Securities Services Onboarding Product Development team, you will play an integral role in developing and delivering the vision and strategic roadmap for the On-boarding Transformation. This is an excellent opportunity to join a growing team.  Job Summary  As an Associate in the Securities Services Onboarding Product Development...


  • Bournemouth, Dorset, United Kingdom Hays Full time

    Your new company The distinguished law firm has gained a strong reputation in various practice areas, including corporate law, real estate, dispute resolution, and more. Their team of legal experts are dedicated to providing exceptional service and consistently delivering favourable outcomes for our clients. Your new role Monitoring Compliance:...


  • Bournemouth, Dorset, United Kingdom Chadwick Nott Full time

    Private Client Lawyer Great opportunity for a talented Private Client Lawyer to join a well-established and leading Legal 500 firm in Bournemouth. Our innovative and progressive law firm client is in an exciting time of transition and growth. They continue to attract high value Private Client work and have carved their reputation as a niche commercial...


  • Bournemouth, Dorset, United Kingdom Alan & Thomas Insurance Group Full time

    Overview: Apply below after reading through all the details and supporting information regarding this job opportunity. Alan & Thomas Insurance (part of Brown & Brown Europe) a Chartered Insurance Broker with multiple locations across the South of England is currently looking for a Private Client Insurance Adviser to join a dedicated and experienced team in...


  • Bournemouth, Dorset, United Kingdom Alan & Thomas Insurance Group Full time

    Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) a Chartered Insurance Broker with multiple locations across the South of England is currently looking for a Private Client Insurance Adviser to join a dedicated and experienced team in the Bournemouth office. In the adviser position you will be offering and renewing contracts of personal...


  • Bournemouth, Dorset, United Kingdom Alan & Thomas Insurance Group Full time

    Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) a Chartered Insurance Broker with multiple locations across the South of England is currently looking for a Private Client Insurance Adviser to join a dedicated and experienced team in the Bournemouth office. In the adviser position you will be offering and renewing contracts of personal...


  • Bournemouth, Dorset, United Kingdom Alan & Thomas Insurance Group Full time

    Job Description Overview: Alan & Thomas Insurance (part of Brown & Brown Europe) a Chartered Insurance Broker with multiple locations across the South of England is currently looking for a Private Client Insurance Adviser to join a dedicated and experienced team in the Bournemouth office. In the adviser position you will be offering and renewing...

  • Private Client

    2 weeks ago


    Bournemouth, Dorset, United Kingdom Clear IT Recruitment Full time

    My client is looking for an outstanding Conveyancing Assistant/Paralegal to join their team in Bournemouth, Dorset. You will be expected to provide legal advice to both current and potential clients as well as assisting other departments within the firm when needed. You will demonstrate an ability to provide high quality, practical advice. The ideal...